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Investment Adviser Representative Jobs (NOW HIRING)

Rho

Treasury Advisor

Manhattan, NY · On-site

$115K - $150K/yr

The ideal candidate is a licensed investment adviser representative (Series 65) who understands both traditional wealth management and the evolving fintech ecosystem. You are comfortable working in a ...

Rho Technologies

Treasury Advisor

New York, NY · On-site

$115K - $150K/yr

The ideal candidate is a licensed investment adviser representative (Series 65) who understands both traditional wealth management and the evolving fintech ecosystem. You are comfortable working in a ...

Varsity Tutors

Series 65 Tutor

Kansas City, MO · Remote

$40/hr

Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...

Varsity Tutors

Series 65 Tutor

Brownsville, TX · Remote

$40/hr

Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...

Varsity Tutors

Series 65 Tutor

Nashville, TN · Remote

$40/hr

Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...

Varsity Tutors

Series 65 Tutor

Detroit, MI · Remote

$40/hr

Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...

Varsity Tutors

Series 65 Tutor

Minneapolis, MN · Remote

$40/hr

Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...

Varsity Tutors

Series 65 Tutor

North Las Vegas, NV · Remote

$40/hr

Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...

Varsity Tutors

Series 65 Tutor

MO · Remote

$40/hr

Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...

Varsity Tutors

Series 65 Tutor

Bryan, TX · Remote

$40/hr

Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...

Varsity Tutors

Series 65 Tutor

Tuscaloosa, AL · Remote

$40/hr

Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...

Varsity Tutors

Series 65 Tutor

Valparaiso, IN · Remote

$40/hr

Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...

Varsity Tutors

Series 65 Tutor

Fort Wayne, IN · Remote

$40/hr

Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...

Varsity Tutors

Series 65 Tutor

PA · Remote

$40/hr

Ability to explain fiduciary duty, modern portfolio theory, and the Uniform Securities Act while preparing candidates for investment adviser representative registration. * Strategic Test-Taking ...

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Investment Adviser Representative information

See salary details

$36K

$102.1K

$144K

How much do investment adviser representative jobs pay per year?

As of Sep 14, 2026, the average yearly pay for investment adviser representative in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What is an investment adviser representative?

An Investment Adviser Representative (IAR) is a professional who provides investment advice or analysis to clients on behalf of a registered investment advisory firm. IARs are responsible for offering personalized financial recommendations, managing investment portfolios, and helping clients achieve their financial goals. They must typically be registered with state securities regulators or the SEC, and often need to pass specific exams, such as the Series 65. Their role also includes maintaining ethical standards and adhering to regulations designed to protect investors.

What are the key skills and qualifications needed to thrive as an investment adviser representative, and why are they important?

To thrive as an Investment Adviser Representative, you need a solid understanding of financial markets, investment strategies, and regulatory requirements, usually supported by a relevant degree and the Series 65 or 66 license. Proficiency with financial planning software, portfolio management tools, and compliance systems is commonly required. Outstanding interpersonal skills, ethical judgment, and the ability to communicate complex information clearly help set top professionals apart. These capabilities ensure clients receive sound advice, build trust, and achieve their financial goals in a highly regulated environment.

What are some common challenges faced by investment adviser representatives when building a client base?

Investment Adviser Representatives often face the challenge of establishing trust and credibility with new clients, especially in a competitive market. Building a client base typically involves a significant amount of networking, cold calling, and follow-up meetings, which requires persistence and strong interpersonal skills. Additionally, staying up-to-date with regulatory changes and tailoring investment strategies to individual client needs can be demanding. However, these challenges also provide opportunities for personal and professional growth, as successful advisers often develop strong client relationships and advance into senior advisory or management roles.

What is the difference between Investment Adviser Representative vs Financial Advisor?

AspectInvestment Adviser RepresentativeFinancial Advisor
CredentialsTypically holds Series 65 or 66, and may have other certifications like CFPOften holds CFP, Series 7, 66, or 65
Work EnvironmentWorks for registered investment advisory firms, providing investment adviceWorks independently or for firms, offering comprehensive financial planning
Employer & Industry UsageRegistered with SEC or state regulators, primarily in investment advisory firmsEmployed by banks, brokerages, or independent firms, serving broad client needs

Both roles involve providing investment advice and require similar certifications, but Investment Adviser Representatives typically work within registered advisory firms focusing on investment management, while Financial Advisors may offer broader financial planning services across various settings.

More about Investment Adviser Representative jobs

What cities are hiring for Investment Adviser Representative jobs?

Cities with the most Investment Adviser Representative job openings:

What states have the most Investment Adviser Representative jobs?

States with the most job openings for Investment Adviser Representative jobs include:

What are popular job titles related to Investment Adviser Representative jobs?

For Investment Adviser Representative jobs, the most frequently searched job titles are:

Investment Adviser Representative jobs near you
Infographic showing various Investment Adviser Representative job openings in the United States as of September 2026, with employment types broken down into 87% Full Time, 11% Part Time, and 2% Contract. Highlights an 62% Physical, 1% Hybrid, and 37% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Investment Advisor Representative

Lewisville, TX • On-site

Bright Industries
Executive Offices • 201 - 500 employees
Learn more about Bright Industriesexternal

Full-time

Re-posted 19 days ago

Job description

At Bright Wealth Management, we provide personalized financial solutions to clients, helping them navigate their financial goals with tailored investment strategies and outstanding service. As an Investment Advisor Representative, you'll play an integral role in managing and growing client relationships.

Position Summary

The Investment Adviser Representative (IAR) is responsible for providing personalized investment advice and financial planning services to clients in accordance with fiduciary standards and applicable regulations. The IAR will develop and manage client relationships, recommend and monitor investment portfolios, and collaborate with internal team members to deliver a high-quality client experience.

Key Responsibilities

  • Business Development 
  • Actively participate in client acquisition and referral efforts
  • Represent the firm at networking events, seminars, or educational workshops
  • Contribute to the growth and retention of the firm’s client base

Client Advisory & Relationship Management

  • Serve as a primary point of contact for assigned clients
  • Conduct client discovery meetings to understand financial goals, risk tolerance, and circumstances
  • Develop, present, and implement customized investment and financial planning strategies
  • Maintain ongoing client relationships through regular reviews, meetings, and proactive communication
  • Educate clients on investment strategies, market conditions, and financial planning concepts

Compliance & Documentation

  • Adhere to fiduciary duty and all applicable federal and state regulations
  • Maintain accurate and timely client records, notes, and documentation
  • Follow firm policies and procedures, including compliance and supervisory requirements
  • Complete required continuing education and licensing renewals

Qualifications

Required

  • Active Series 65 license (or Series 66 with Series 7)
  • Registered (or eligible to register) as an Investment Adviser Representative
  • Bachelor’s degree in finance, economics, business, or a related field
  • Strong understanding of investment principles, portfolio management, and fiduciary standards
  • Excellent interpersonal, communication, and presentation skills
  • High ethical standards and client-first mindset

Preferred

  • CFP®, CFA®, or other relevant professional designation (or progress toward one)
  • Experience working in an RIA or fiduciary advisory environment
  • Familiarity with financial planning software, CRM systems, and portfolio management platforms
  • Prior experience managing client relationships independently

OTHER DUTIES: This job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.

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